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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,887 | $89,370+90.1% | $141,197+20.3% | $72,976+132.8% |
| Participation rate | 55.3% | 75.1%-19.9pp | 82.5%-27.2pp | 69.5%-14.2pp |
| Annual return | 21.15% | 111.88%-90.7pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,403 | $3,115-22.8% | $4,736-49.3% | $2,440-1.5% |
| Participant deferral / active EE | $4,743 | $5,419-12.5% | $6,710-29.3% | $3,608+31.5% |
| Admin fee / account holder | $998 | $5,957-83.2% | $10,265-90.3% | $5,124-80.5% |